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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
601
Franklin Street Advisors
North Carolina
$391K – – –
WAM
602
Wealthspire Advisors (Maryland)
Maryland
$390K -$66.3K -985 -15%
MC
603
Mathes Company
New York
$390K – – –
LNWWM
604
Laird Norton Wetherby Wealth Management
California
$388K -$13.1K -194 -3%
FHA
605
Flagship Harbor Advisors
Massachusetts
$387K +$96.9K +1,439 +35%
DJSG
606
D.J. St. Germain
Massachusetts
$385K +$3.17K +47 +0.9%
SBH
607
Segall Bryant & Hamill
Illinois
$384K +$132K +1,955 +55%
SSA
608
South Street Advisors
New York
$382K – – –
MA
609
MCF Advisors
Kentucky
$382K +$187K +2,779 +100%
WG
610
Winton Group
United Kingdom
$381K -$752K -11,173 -67%
WSCM
611
Wellington Shields Capital Management
New York
$381K -$67.3K -1,000 -15%
CK
612
Cohen Klingenstein
New York
$381K – – –
WG
613
Welch Group
Alabama
$380K +$369K +5,485 New
LOAME
614
Lombard Odier Asset Management (Europe)
United Kingdom
$373K – – –
PG
615
Pendal Group
Australia
$372K -$6.68M -99,196 -95%
ZCA
616
Zeke Capital Advisors
Pennsylvania
$369K -$161K -2,385 -31%
AF
617
Aldebaran Financial
$366K – – –
CAI
618
Capital Advisors Inc
Oklahoma
$365K -$13.5K -200 -4%
DC
619
DeDora Capital
California
$365K +$8.75K +130 +3%
PJSIMP
620
P.J. Schmidt Investment Management (PJS)
Wisconsin
$363K -$5.93K -88 -2%
LFR
621
Lehman Financial Resources
Pennsylvania
$363K +$58.5K +868 +20%
SNT
622
Security National Trust
West Virginia
$362K +$14.1K +210 +4%
VCM
623
Virtue Capital Management
Tennessee
$362K +$139K +2,060 +65%
CA
624
Calton & Associates
Florida
$360K -$9.9K -147 -3%
SA
625
Strategic Advisors
New York
$359K -$119K -1,769 -25%
23 24
25
26 27